How to copy a specific document in Google Docs when a new form is received in HubSpot

In this how-to guide

How to copy a specific document in Google Docs when a new form is received in HubSpot
1. Create your playbook and set the HubSpot trigger as "Form submission received"
2. Add the "Copy document" in Google Docs automation
3. Activate your Relay.app playbook
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Relay.app is an automation tool that lets you automate actions across HubSpot, Google Docs, and many other apps. In this guide, we'll show you how to automatically run the “copy document” action in Google Docs for each form submission received in HubSpot using Relay.app.

Try it in Relay.app

HubSpot > Google Docs

Trigger

Last triggered

Form submission received

Copy document

Create your playbook and set the HubSpot trigger as "Form submission received"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Form submission received" under HubSpot. Then, select details like form. This will allow your playbook to automatically detect the new form submitted in HubSpot and initiate necessary actions.

If this is your first time using a HubSpot integration in Relay.app, a prompt will guide you through the connection process.

Add the "Copy document" in Google Docs automation

Integrate the Google Docs automation into your playbook to ensure the prompt copying of specific doc when a new form has been received from HubSpot.

Click the "Add step" button, then locate the "Copy document" automation for Google Docs and input the mandatory and relevant details.

If your Google Docs account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Google Docs account.

Activate your Relay.app playbook

Activating your playbook is the final step to automate the copying of document in Google Docs. When turned on, it will respond to each new form submission received in HubSpot by creating a copy of the specific document in Google Docs without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.